Our edge

Our edge

Nearly 35 years’ experience…..(11.7% average annual performance vs 8.1% for MSCI ACWI ex US/MSCI World)*.

Our experience allows us to discover neglected family controlled holding companies, closed-end funds and other asset backed companies priced at discount to their NAV and to ascertain if a catalyst can be identified with which to unlock their value.

Our investment strategy carries with it inherent risk control due to the very nature of the highly diversified types of companies we invest in, whose underlying assets cover a range of sectors and countries.

We promote active involvement to improve corporate governance and to unlock potential shareholder value.

*AVI Global Trust plc annual average performance in GBP, total return from June 1985 to January 2020. MSCI index is a blended MSCI ACWI ex US from OCT 2013; prior to this is MSCI World. Both benchmarks are net total returns in GBP. Source: Morningstar